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Alkami
Alkami (ALKT) investor relations material
Alkami Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved Q4 2025 revenue of $120.8M, up 34.7% year-over-year, and full-year revenue of $443.6M, up 32.9%, driven by the MANTL acquisition, new client wins, user growth, and higher ARPU.
Adjusted EBITDA more than doubled year-over-year to $19.1M in Q4 and $59.1M for the year, reflecting improved scale and operational efficiencies.
Ended 2025 with 301 digital banking clients and 22.4M registered users, reflecting 11% and 12% annual growth, respectively.
Annual recurring revenue (ARR) increased 35% to $480.3M, with subscription revenue comprising 95% of total revenue.
MANTL acquisition accelerated performance, with record new client bookings and revenue activation.
Financial highlights
Full-year revenue reached $443.6M, up 32.9% year-over-year; Q4 revenue was $120.8M, up 34.7%.
Subscription revenue grew 32% for the year, representing 95% of total revenue.
Adjusted EBITDA for the year was $59.1M (13.3% margin); Q4 Adjusted EBITDA was $19.1M (15.8% margin).
ARR increased 35% to $480.3M; $71M of ARR in backlog pending implementation.
Non-GAAP gross margin for the year was 64.1%, up 140 bps; Q4 margin was 63.4%.
Free cash flow for 2025 was $34.2M, up from $10.7M in 2024.
Outlook and guidance
Q1 2026 revenue expected at $124.7M–$125.7M; Adjusted EBITDA $21.1M–$21.9M.
Full-year 2026 revenue guidance: $525.5M–$530.5M; Adjusted EBITDA $93.5M–$97.5M.
Non-GAAP gross margin expected at ~65% for 2026; Adjusted EBITDA margin to exceed 19% in H2 2026.
Long-term targets: Rule of 45 by 2030, non-GAAP gross margin approaching 70%, and 90% free cash flow conversion.
What drives the 2030 Rule of 45 target?
MANTL's role in RPU expansion strategy?
Sustaining GTM efficiency with bank market push?
Why did net loss worsen despite strong EBITDA growth?
Impact of new platform on H2 2025 new logos
What was the strategic rationale for 2025 acquisition?
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Next Alkami earnings date
Q1 202629 Apr, 2026
Alkami
Next Alkami earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Alkami Technology Inc. provides cloud-based digital banking solutions for financial institutions, including banks and credit unions. Its platform offers tools for online and mobile banking, enabling users to manage accounts, make transactions, and access financial services securely. The company also provides analytics, marketing, and user engagement features to help financial institutions enhance customer experience and grow their businesses. Alkami serves a wide range of clients, from community banks to mid-sized financial organizations. The company is headquartered in Plano, Texas, and its shares are listed on the NASDAQ.
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